| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laurel Steward Mattson Financial Services, LLC | 36,570 | $4.37M | $5.28M | $917,087.21 | 21% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 4,009 | $428,075.73 | $579,260.45 | $151,184.72 | 35.32% |
Jesper Bonnivier Avanza Fonder AB | 42,627 | $5.73M | $6.16M | $432,604.74 | 7.55% |
Gregory A. Brown Brown Financial Advisors | 15,981 | $1.86M | $2.62M | $760,218.13 | 40.84% |
Teresa Coleman Creekside Partners | 2,093 | $204,591 | $302,417.59 | $97,826.59 | 47.82% |
John Quinn Safe Harbor Fiduciary, LLC | 1,640 | $214,200 | $253,347.2 | $39,147.2 | 18.28% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 148 | $17,921.32 | $21,384.52 | $3,463.2 | 19.32% |
Taryn Anderson YANKCOM Partnership | 6,679 | $882,929.92 | $965,048.78 | $82,118.86 | 9.3% |
David Levy Diversified Enterprises LLC | 1,859 | $227,249.66 | $268,606.93 | $41,357.27 | 18.2% |
Matthew Riley Hickory Point Bank & Trust | 634 | $76,841 | $91,606.67 | $14,765.67 | 19.22% |
Seneschal Advisors LLC Seneschal Advisors LLC | 7 | $817.71 | $1,081.36 | $263.65 | 32.24% |
Curtis Harrell Tounjian Advisory Partners LLC | 136 | $17,808 | $20,357.84 | $2,549.84 | 14.32% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 1,833 | $222,177.05 | $282,282 | $60,104.95 | 27.05% |
Braden Janowski Fieldview Capital Management LLC | 2,387 | $233,329.24 | $368,743.76 | $135,414.52 | 58.04% |
Bryan Buchert Kera Capital Partners Inc. | 4,962 | $485,035.5 | $766,529.76 | $281,494.26 | 58.04% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 7,989 | $1.03M | $1.15M | $123,504.5 | 11.98% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 68,105 | $8.92M | $9.84M | $922,578.15 | 10.35% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 10 | $1,040.91 | $1,520.2 | $479.29 | 46.05% |
Ricky Tawil American Alpha Advisors LLC | 1,845 | $180,348.72 | $285,015.6 | $104,666.88 | 58.04% |
Millstone Evans Group LLC Millstone Evans Group LLC | 1,579 | $213,449.25 | $240,039.58 | $26,590.33 | 12.46% |